Tiburon
partners & principals have given hundreds of speeches to both
financial industry executives and financial advisors. Conference
speeches can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com
or 415-789-2540.

Tiburon's
most popular speaker is its Managing Partner Chip Roame, who is
dedicated to sharing the firm's research and who gives about
seventy-five speeches per year, possibly making him the most frequent
conference speaker in the industry.

Tiburon
Other Partners & Principals

Tiburon's
other partners & principals can also deliver speeches
leveraging Tiburon research materials. Many are willing to speak at
smaller conferences, on panel discussions, & on more detailed
topics. Tiburon partners & principals have all been widely
quoted & can offer detailed insights to conference attendees.

Tiburon
Conference Speech Topics

Tiburon
conference speeches are continuously updated and share insights from
the firm's ongoing research efforts (Tiburon has no canned speeches).
The firm's most popular speech topics evolve with market trends and
Tiburon's research agenda. At any given time, Tiburon usually has 15-20
topics that are in high-demand and for which the firm has recently
completed research. Tiburon Managing Partner Chip Roame is regularly
engaged for opening keynote presentations on:

No
other industry executive likely has as broad a view of the key
developments across the industry, and many conference planners find The
Future of the Financial Services tor Future of Advice topic to
be the perfect starting point for their conferences year-after-year. Other
currently popular Tiburon speech topics are listed on Tiburon's research
web page.

A
typical Tiburon speech lasts from one-to-two hours and is supported by
40-60+ PowerPoint slides. Tiburon is happy to share its slides with
audience members. Speeches
are billed at the day rate of $35,000 plus travel expenses.

Trade
Group & Discount Policy

Tiburon's
partners & principals are in high demand for
conference speeches, so the firm rarely discounts its fees. By far, the
most prevalent example of Tiburon discounting is when its partners
& principals speak for non-profit organizations. Tiburon
recognizes the limited funds of non-profit trade groups and wants to
contribute to the industry. As an effort in this regard, Tiburon is
willing to either except payment form a sponsor organization and/or to
waive its traditional speaking fees and deliver non-profit trade group
speeches for any stipend (for instance, stipends have ranged from
$5,000 to $15,000), plus travel expenses as described elsewhere on this
page. Unfortunately, Tiburon must decline speech requests if travel
expenses cannot be covered in their entirety along with at least some
stipend.

The
only other examples of discounting are when Tiburon partners or
principals are engaged to speak on the same topic multiple times over a
series of days (saves Tiburon preparation time) and/or when engaged to
speak on the same day on different topics (saves Tiburon travel time).

Tiburon
is flattered by the attention from dozens of speakers bureaus that have
sought to represent its managing partner, as well as its other partners
& principals, as speakers. That said, the firm has not
found that it saves much in the way of preparation in such instances.
As a result, Tiburon's speakers bureau policy is that it needs to net
the greater of the minimum fee for each specific speaker (e.g., $25,000
for Tiburon's managing partner), along with travel expenses as
described elsewhere on this page.

Cancellation
Policy

Due
to a few late cancellations after materials had been prepared or other
speeches passed upon, Tiburon has been forced to create a cancellation
policy which goes into effect as soon as a date is held for a
conference. Any speech cancelled after holding a date, will
be billed at the entire speaking fee plus any pre-booked travel
expenses.

Travel
Policy

Tiburon
bills for travel expenses in addition to speaking fees but for no other
office expenses. Tiburon's partners & principals fly
first class (business class when available on entire route) primarily
from San Francisco, CA.
Tiburon. Invoices are due within thirty days. To
read about related Tiburon services, please visit the Market Research, Strategy Consulting,
Venture Consulting,
& Mergers
& Acquisitions pages. Retainers, board
roles, & executive counseling projects can be discussed with
any Tiburon partner or principal. If
you would like more details or would like to schedule a call with a
Tiburon partner or principal, please contact Sarah Sage at SSage@TiburonAdvisors.com
or 415-789-2540.